Detroit Country Day School Retirement Plan
Sponsored by Detroit Country Day School · EIN 381359251 · Plan #001
- Total assets
- $106M
- Net assets
- $106M
- Active participants
- 286
- With balances
- 519
Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Captrust | Investment management, Direct payment from the plan, Investment management fees (indirect) | $59,399 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $39,777 |